Checklist template

Store Operations

A ready-to-use checklist with 47 items in 6 sections, covering First Impressions, Product, POS, Staff, Training, Shared Spaces. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 47 Items
  • 46 Yes / No checks
  • 1 Scored ratings
  • 56 Points

Use this template How audits work

1. First Impressions 12 items

  1. On a scale of one to ten, how presentable is the store? Rating
    • Ten 10 pts
    • Five 5 pts
    • One 1 pt
  2. Are carts or baskets available near the door? Yes / No 1 pt
  3. Aisles are free of obstructions? Yes / No 1 pt
  4. Aisles/sections are appropriately labeled? Yes / No 1 pt
  5. A sales associate is easy to locate if assistance is needed? Yes / No 1 pt
  6. Current sales signage up? Yes / No 1 pt
  7. Signage and props in like new condition? Yes / No 1 pt
  8. Store lighting optimized with no burnt-out bulbs? Yes / No 1 pt
  9. Is store shelving, countertops and product dust free? Yes / No 1 pt
  10. Are shelves fully stocked, but not cluttered? Yes / No 1 pt
  11. Is garbage and recycling taken out nightly? Yes / No 1 pt
  12. Are public washrooms clean (if applicable)? Yes / No 1 pt

2. Product 7 items

  1. Are seasonal products on display? Yes / No 1 pt
  2. Is product restocked completely at regular intervals? Yes / No 1 pt
  3. When was the last restock completed? Yes / No 1 pt
  4. Product appropriately organized by size/brand/etc.? Yes / No 1 pt
  5. Is every item priced with a hang tag or barcode? Check 3 items in each section. Yes / No 1 pt
  6. Discounted or sales product is clearly marked? Yes / No 1 pt
  7. Product packaging sealed, clean and free of damage? Yes / No 1 pt

3. POS 8 items

  1. Are lines moving efficiently? Yes / No 1 pt
  2. Cash wrap is free of personal effects and extra money? Yes / No 1 pt
  3. Flyers/cards/print collateral are readily available for customers to take? Yes / No 1 pt
  4. Regular deposits are being made? Yes / No 1 pt
  5. Does deposit slip have required signature? Yes / No 1 pt
  6. Overages/Shortages are recorded? Yes / No 1 pt
  7. When was the date of the last cash audit? Yes / No 1 pt
  8. Holds greater than 7 days are cleared or converted? Yes / No 1 pt

4. Staff 9 items

  1. Did the staff greet customers? Yes / No 1 pt
  2. How long did it take for an employee to greet you when entering the location? Yes / No 1 pt
  3. Was the service satisfactory? Yes / No 1 pt
  4. Please comment on employee interactions with customers. Review service standards if needed. Yes / No 1 pt
  5. Was the retail associate aware of the current promotion? Note name of the associate. Yes / No 1 pt
  6. Ask one employee to detail customer service standards. Provide details about your discussion. Yes / No 1 pt
  7. All staff are signing in and out, or logging hours according to company policy? Yes / No 1 pt
  8. Are there missing punches? Yes / No 1 pt
  9. Schedules are posted and up to date? Yes / No 1 pt

5. Training 5 items

  1. When was the last date of employee training? Yes / No 1 pt
  2. Interview any newly trained employees. Record any employee follow-up questions to training. Yes / No 1 pt
  3. What was the date of the last staff meeting? Yes / No 1 pt
  4. When is the next staff meeting scheduled? Yes / No 1 pt
  5. Did you identify any coaching opportunities while in store? Provide details. Yes / No 1 pt

6. Shared Spaces 6 items

  1. The office is clean and free of clutter? Yes / No 1 pt
  2. The employee shared space is free of clutter or food? Yes / No 1 pt
  3. Do staff know where to store personal effects? Yes / No 1 pt
  4. The staff fridge is clean, no expired food? Yes / No 1 pt
  5. Is the sink free of dishes? Yes / No 1 pt
  6. The employee bathroom is clean and stocked with soap and supplies? Yes / No 1 pt

About this template

This checklist is part of the Bindy template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In Bindy you can add photos, assign corrective actions, require sign-off and compare results across sites.

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